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Karen M. Tafuri

CFP®, MBA

Financial Consultant

Specialties:

Financial Advisor serving Utah and the surrounding communities.

Investment Management Consultants

6465 South 3000 East, Suite 200
Salt Lake City, UT 84121
(435) 649-5182 Contact Me

Nancy L. Anderson

CFP®

Senior Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Life...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Key Private Bank

36 S State St, Ste 2600
Salt Lake City, UT 84111
(801) 297-5866
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Neil V. Mahoney

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Special Needs

Fee Only Financial Advisor serving Utah and the surrounding communities.

ABW Advisors, LLC

10808 S River Front Pkwy, Ste 315
South Jordan, UT 84095
(801) 285-6116 Contact Me

Allyn B. Shaw

CFP®, ChFC®, AIF®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Raymond James

166 E 14000 S, Ste 110
Draper, UT 84020
(800) 443-1804
(801) 553-8999
Contact Me

Jeffrey Dell Zesiger

MS, CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Utah and the surrounding communities.

UMA Financial Services

310 E 4500 S, Ste 550
Salt Lake City, UT 84107
(801) 747-0800 Contact Me

Jon Nielson

CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Retirement Strategy Group

6695 S. 1300 E.
Cottonwood Heights, UT 84121
(385) 800-2411 Contact Me

Kevin Michels

CFP®

Financial Planner

Specialties: Investment Management, Retirement

Fee Only Financial Advisor serving Utah and the surrounding communities.

Medicus Wealth Planning

12176 S 1000 E Suite 12
Draper, UT 84020
(801) 994-4777
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Jaron H. Poulson

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Jaron H. Poulson, CFP®

5505 South 900 East, Ste 120
Salt Lake City, UT 84117
(385) 388-4386 Contact Me

E. Vance Grange

CFP®

Director Personal Financial Planning Programs

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Utah State University

Beacon Financial Planning LLC, 95 West 100 South, Suite 210
Logan, UT 84321
(435) 797-2702 Contact Me

Robert P. Aamodt

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving Utah and the surrounding communities.

Rock House Financial

630 N Main St
Farmington, UT 84025
(801) 447-4200 Contact Me

C. Scott Cheney

CFP® ChFC® CLU® CASL

Founder, Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Twin Peaks Wealth Management, LLC

1400 Foothill Dr, Suite #32
Salt Lake City, UT 84108
(801) 557-8725 Contact Me

Howard W. Jeppson

MBA, CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Utah and the surrounding communities.

Financial Strategies Institute

6955 S Union Park Center, Ste 250
Midvale, UT 84047
(801) 316-4100 Contact Me

Tyler H. Nichols

CFP®, CRPC®

Specialties:

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Oquirrh Wealth Advisors

869 Baxter Drive
South Jordan, UT 84095
(801) 984-2711 Contact Me

Phillip Evans

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Ameriprise Financial, Inc.

7730 Union Park Ave, Ste 300
Midvale, UT 84047
(801) 568-2255 Contact Me

Mark P. Whitaker

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Peterson Wealth Advisors

360 W 920 N
Orem, UT 84057
(801) 225-0000
(801) 225-0000
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Donald J. Shelton

CFP®, APMA®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Oquirrh Wealth Advisors

869 Baxter Dr
South Jordan, UT 84095
(888) 221-7613
(801) 984-2711
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Kayla T. Koeber

CFP®

Wealth Management Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Voyager Wealth Advisors Inc

55 North 100 West
Saint George, UT 84770
(435) 319-6190 Contact Me

Roy Jones

CFP®, MBA

OSJ

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Aegis Wealth Group

9125 Monroe St, Ste A
Sandy, UT 84070
(801) 545-8706 Contact Me

John Q. Bird

CFP® CFA MBA

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Albion Financial Group

812 E 2100 S
Salt Lake City, UT 84106
(801) 487-3700 Contact Me

Stephen D. Thaeler

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Attending College, Comprehensive Financial Planning, Buying a...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

First Command Financial Services

2307 N Hill Field Rd
Layton, UT 84041
(888) 548-6700
(801) 774-5601
Contact Me

David W. Swapp

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Life Planning,...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Net Worth Advisory Group

9980 S 300 W, Ste 110
Sandy, UT 84070
(801) 566-6639 Contact Me

James L. Druffner

CFP®, CPA/PFS, CMA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Business Taxes,...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

James L Druffner CPA PC

1912 Sidewinder Dr, Suite 200A
Park City, UT 84060
(435) 649-4592
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Jeffrey W. Teran

CFP®, MSF

EVP Finance and Investments

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

First Western Advisors

3165 East Millrock Dr. ste 340, Ste 340
Holladay, UT 84121
(801) 930-6556 Contact Me

Jason E. Palmer

CFP®

Founder & President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Resonant Financial Planning

6995 S Union Park Ctr, Ste 190
Cottonwood Heights, UT 84047
(801) 676-1500 Contact Me

Jessica M. Jacques

CFP®

CERTIFIED FINANCIAL PLANNER

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Boyer Wealth Management

252 Historic 25th St, Suite 200
Ogden, UT 84401
(877) 621-0094
(801) 621-0094
Contact Me

Martin B. Empey

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Utah and the surrounding communities.

Martin Empey Financial, Inc.

PO BOX 553
Newton, UT 84327
(801) 918-6232 Contact Me

Brett N. Karras

CFP®

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Utah and the surrounding communities.

The Karras Company, Inc.

4695 S 1900 W, Ste 3
Roy, UT 84067
(801) 825-3000 Contact Me

Devin Pope

CFP®, MBA

Senior Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Utah and the surrounding communities.

Albion Financial Group

812 East 2100 South
Salt Lake City, UT 84106
(801) 487-3700 Contact Me

Jeff T. Brimhall

PhD, CFP®, CFA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management

Fee Only Financial Advisor serving Utah and the surrounding communities.

Soltis Investment Advisors

3400 Ashton Blvd, Ste 410
Lehi, UT 84043
(801) 888-4626 Contact Me

Donald D. Petersen

CFP®, EA

RIA

Specialties: Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Utah and the surrounding communities.

Cetera Advisors Network

859 W 1100 S
Price, UT 84501
(866) 492-6330
(661) 948-0288
Contact Me